Middleby
MIDD
342 hedge funds and large institutions have $6.78B invested in Middleby in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 49 closing their positions.
1.07% more ownership
Funds ownership: 97.52% → 98.59% (+1.1%)
9% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 122
3% less funds holding
Funds holding: 353 → 342 (-11)
12% less capital invested
Capital invested by funds: $7.71B → $6.78B (-$938M)
18% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 49
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
76% less call options, than puts
Call options by funds: $14.5M | Put options by funds: $61.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$139M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$73.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$36.5M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$31.3M |
| 5 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$93.9M |
| 2 |
JP Morgan Chase
New York
|
-$89M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$47.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.8M |
| 5 |
Two Sigma Investments
New York
|
-$25.1M |
MIDD Hedge Fund Activity: Q3 2023 in Review
342 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2023, worth a combined $6.78B — down 12% from $7.71B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of MIDD and 40 opened new positions — a net loss of 9 holders — while 122 trimmed existing stakes and 111 added.
The largest buyer was Wellington Management Group, adding an estimated $139M. The largest seller was Select Equity Group, cutting an estimated $93.9M.
- 342 institutional investors held Middleby (MIDD) as of Q3 2023, down from 353 in Q2 2023.
- Funds reported $6.78B of Middleby stock for Q3 2023, down 12% quarter-over-quarter.
- 40 funds opened new Middleby positions in Q3 2023 and 49 closed out, a net change of -9 holders.
- The largest Middleby buyer in Q3 2023 was Wellington Management Group, an estimated $139M added.
- The largest Middleby seller in Q3 2023 was Select Equity Group, an estimated $93.9M sold.
Based on aggregated 13F filings for Q3 2023.